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Verification filters

The Verification filters tab lets you create named sets of conditions that restrict the data set when a measure is verified.

Purpose of filters

Filters define data selection conditions (for example, Year = 2023 AND Region = 'Central'). They are used for:

  • Testing and verifying the correctness of data in data marts
  • Limiting data during previews
  • Creating verification scenarios

A saved filter can be picked in the Filter for verification field when a measure is verified. See the Measure verification page.

Managing the filter list

For each created filter, the following is displayed:

Column Description
Filter name The name of the filter, with a warning icon when the conditions contain an error
Filter description The description of the filter
Filter conditions The conditions, with element names shown instead of identifiers
Actions Edit, make a copy, delete

The list is paged, 10 records per page by default.

Available actions:

  • Edit: Modify the parameters of an existing filter
  • Make a copy: Creates a duplicate of the filter. The name of the copy is suggested automatically, with a "Copy" suffix, and can be changed before saving
  • Delete: Deletes the filter after a confirmation: "Are you sure you want to remove the verification filter?"

All operations are recorded in the audit log, with element identifiers replaced by names.

Creating a filter

Click "Add filter" and fill in the parameters:

Parameter Requirements
Filter name Required. Must be unique within the scope of the filter. Case-sensitive. 1–64 characters. Allowed: letters, digits, space, ., -, _. Cannot start with a special character.
Filter description Optional. Up to 255 characters.
Filter conditions Required. At least one condition is required.

Building the conditions

Conditions are assembled row by row. Add condition appends a row, and the delete button at the end of a row removes it. Each row has three parts:

Part Description
Select field The element the condition applies to. The list offers the facts and dimensions of the fact table, including the dimensions of its dimension groups. For a global filter, all elements used in the project version are offered
Select operation The comparison operator
Value The value or values to compare against

Available operators: =, <, >, <=, >=, <>, IN, NOT IN, BETWEEN, NOT BETWEEN, LIKE, NOT LIKE, IS NULL, IS NOT NULL.

The value controls follow the operator:

  • IS NULL and IS NOT NULL take no value
  • BETWEEN and NOT BETWEEN take two values, entered in the From and To fields
  • IN and NOT IN take a list of values; Add value appends another entry
  • All other operators take a single value

Values are checked as you type:

Message Meaning
"Text input must be done in single quotes" Text values have to be wrapped in single quotes
"Invalid number format. Text input is allowed in single quotes" The value is neither a valid number nor quoted text
"A decimal point must be used" A decimal separator other than a point was entered
"Invalid date format. Use YYYY-MM-DD format. Text input is allowed in single quotes" The date does not follow the required format
"Invalid year", "Invalid month", "Invalid day" The date parts are out of range

Conditions of one filter are combined with AND.

Filter scopes

Scope Visibility Created from
Fact table filter Only in the context of that fact table The Verification filters tab of the fact table
Global filter For the whole project version, including measures that are not assigned to any fact table The Verification filters catalog of the Data model page, by leaving the fact table field empty

In the catalog on the Data model page a filter can also be re-assigned from one fact table to another, or have its assignment removed to become global. The selected fact table determines which elements the condition builder offers.

Errors in the conditions

A filter whose conditions can no longer be resolved is marked with a warning icon and the tooltip "Filter configuration error". This happens when a referenced element:

  • has the status Archived in the RMD
  • has a name that occurs more than once in the project version, so the reference is ambiguous
  • is no longer an element of the filter's fact table, or — for a global filter — of any fact table of the version
  • no longer exists

Inside the condition builder such a reference is shown as a disabled option with a warning icon and the tooltip "Undefined field: {name}", or "The dimension has been deleted" when the element was deleted.

A filter with an error is kept, but it cannot be selected in the Filter for verification field until the conditions are corrected.

Important notes

  • Scope: Filters are saved for a specific fact table within its project version, or globally for the version. Filters of different fact tables are independent
  • Copying: When a project version is copied or an entire project is cloned, filters are copied along with their fact table
  • Access rights: Creating, editing, copying and deleting filters requires the Developer access level or above in the project and a valid license. Other roles can view the list